Holistic Wealth Planner & Client Relationships Leader (Ontario)

Holistic Wealth Planner & Client Relationships Leader (Ontario)

08 Sep
|
Socket.dev
|
Ontario

08 Sep

Socket.dev

Ontario

RBC Financial Planner in Cornwall, Ontario seeks to grow and manage a portfolio of mass affluent clients, delivering tailored financial planning and ongoing reviews. You provide holistic advice across investments, credit and banking while building long-term relationships and meeting targets.

You will work with service partners and local markets to optimize opportunities, participate in a comprehensive training program, and enjoy versatile work options in a collaborative team.

📌 Holistic Wealth Planner & Client Relationships Leader (Ontario)
🏢 Socket.dev
📍 Ontario

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